Portrait photo of Paul Bradley

Paul Bradley, MSc

Chartered Financial Planner

I am passionate about financial planning and helping people to "Live Differently" whether that be on a similar path, but with the confidence from knowing future plans are realistic, or helping people through major changes such as transitioning into retirement or changing direction in work life.

I have a Masters Degree (MSc) in Wealth Management and I am also a Fellow of the Chartered Insurance Institute. I also hold the title of ‘Chartered Financial Planner’ which is widely accepted as the ‘gold standard’ for professional planners.

As one of the most qualified Advisers in the UK, I believe the number one concern a potential client should have is the interest level an adviser has in you, your family and what you want to do now and in the future.

I particularly like helping clients structure their income in retirement. I like the problem solving element of minimising marginal tax combined with the planning element of considering longer-term future lifestyle needs with emerging plans and responsibilities.


The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.

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